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Montis Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Montis Financial’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,162
Closed -$230K – 153
2025
Q4 		$230K Buy
+4,162
New +$238K 0.05% 144

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montis Financial's FUTY Position: Q1 2026 in Review

Montis Financial sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 4,162 shares — an estimated $230K sold.

Montis Financial first reported a position in FUTY in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

  • Montis Financial reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
  • Montis Financial sold 4,162 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $230K.
  • Montis Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2025 and held it in 1 quarter.
  • Montis Financial's Fidelity MSCI Utilities Index ETF position peaked at $230K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.